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Sustainable Investing Comes To The Digital Age

Using technology to improve the investment process and enhance socially responsible investment tools.

In 1999, Steve Wallman founded FOLIOfn, a brokerage and investment company that focuses on using technology to improve the investing experience via a digital platform.

Using a digital platform helped decrease costs for both investors and advisors. In 2018, FOLIOfn is launching new technology that includes a robo platform and SRI investing tools which would allow investors to structure their portfolio to align with their values.